CloudKii® CRM | Opportunities and Workflows

The CloudKii® CRM Powered by HighLevel is a fully featured CRM platform.  If you are a partner you have access to the CRM included with your plan.  If you are an ELMessenger Pro user you can access the CloudKii® CRM here for 14-days FREE.  We have in app training for the CRM to help you build as you go.  

This article is a basic overview of the Opportunities and Workflows and how they work with your ELMessenger Pro account. 

What you will need

• ELMessenger Pro Premium Account | Try ELMessenger Pro Premium Features Free for 7-Days Click Here
• CloudKii® CRM or HighLevel Account

Creating An Opportunity

1. Create a Pipeline
2. Connect Your Pipeline to ELMessenger Pro
3. Tag a messenger contact with a pipeline tag
   
   

Creating A Workflow

1. Set your "Trigger"
2. Create your action. (Send an email, SMS, Apply a Tag, etc.)
3. Tag a contact with a pipeline tag
   

What you can do now

• Trigger A Campaign From a Facebook Post
• Collect Leads Directly From Messenger
• Become a CloudKii® Partner

If you have any questions, comments, or concerns please reach out to our support team.